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Twin Disc

59 hedge funds and large institutions have $84.6M invested in Twin Disc in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 15

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

1% more capital invested

Capital invested by funds: $84M → $84.6M (+$570K)

0% more funds holding

Funds holding: 5959 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.06% less ownership

Funds ownership: 59.53%57.47% (-2.1%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $9K

Holders
59
Holders Change
Holders Change %
0%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
20
Reduced
15
Closed
6
Calls
Puts
$9K
Net Calls
-$9K
Net Calls Change
-$40K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$296K +$27.1K +2,592 +11%
Two Sigma Investments
27
Two Sigma Investments
New York
$222K +$211K +20,166 New
Invesco
28
Invesco
Georgia
$184K +$16.8K +1,608 +11%
RhumbLine Advisers
29
RhumbLine Advisers
Massachusetts
$182K -$314 -30 -0.2%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$182K
California State Teachers Retirement System (CalSTRS)
31
California State Teachers Retirement System (CalSTRS)
California
$173K
UBS Group
32
UBS Group
Switzerland
$173K +$66.5K +6,359 +68%
Morgan Stanley
33
Morgan Stanley
New York
$173K +$129K +12,331 +367%
Russell Investments Group
34
Russell Investments Group
United Kingdom
$161K +$154K +14,695 New
Bank of America
35
Bank of America
North Carolina
$139K +$2.98K +285 +2%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$137K +$128K +12,286 +10,970%
Barclays
37
Barclays
United Kingdom
$116K +$55.1K +5,272 +100%
LPL Financial
38
LPL Financial
California
$115K -$422K -40,400 -80%
AA
39
Ancora Advisors
Ohio
$113K +$107K +10,260 New
MDCM
40
Morgan Dempsey Capital Management
Wisconsin
$102K -$401K -38,313 -80%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$100K
US Bancorp
42
US Bancorp
Minnesota
$75K -$235K -22,482 -77%
AIG
43
American International Group
New York
$71K -$554 -53 -0.8%
Deutsche Bank
44
Deutsche Bank
Germany
$62K +$30.4K +2,904 +102%
RA
45
Royce & Associates
New York
$47K
BNP Paribas Financial Markets
46
BNP Paribas Financial Markets
France
$27.7K +$9.39K +898 +56%
Citigroup
47
Citigroup
New York
$25K +$9.47K +906 +69%
Legal & General Group
48
Legal & General Group
United Kingdom
$22K
PCM
49
Prelude Capital Management
New York
$20K +$19.2K +1,836 New
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$14K +$4.18K +400 +43%